Stratford Consulting’s WisdomTree US LargeCap Dividend Fund DLN Stock Holding History

Stratford Consulting’s Portfolio DLN Stock Details DLN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	$6.25M	Buy	+154,566	New	+$7.57M	2.86%	8

Other funds holding DLN

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GW & Wade Wellesley, Massachusetts $3.08B AUM 18.99% 1-Year Est. Return

EWM

Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

Stratford Consulting's DLN Position: Q1 2020 in Review

Stratford Consulting opened a new position in WisdomTree US LargeCap Dividend Fund (DLN) in Q1 2020: 154,566 shares worth $6.25M. The stake represents 2.86% of the portfolio and ranks #8 among its holdings.

227 funds tracked by Wall St. Rank hold DLN as of Q1 2020.

Stratford Consulting held 154,566 shares of WisdomTree US LargeCap Dividend Fund worth $6.25M as of Q1 2020.
WisdomTree US LargeCap Dividend Fund was a new Stratford Consulting position in Q1 2020.
WisdomTree US LargeCap Dividend Fund made up 2.86% of Stratford Consulting's portfolio in Q1 2020, its #8 holding.
227 funds tracked by Wall St. Rank held WisdomTree US LargeCap Dividend Fund as of Q1 2020.

Based on Stratford Consulting's 13F filing for Q1 2020, filed 11 May 2020.